Originally Posted by PrattFan

Rumor has it JS and Bendo visited recurrent classes this week. Possibly doing damage control? Seems they weren't expecting the proposal to be released.

From what I was told, they were both selling a similar message, that there's definitely more money, maybe a lot more money, but the ALPA counter can not include conflict pay protection. Apparently Bendo also said they had been $46 mil apart, they kicked in $23 mil more to narrow the gap, then the UA AIP came out and our ask went up. Perhaps he was ****ed that it went up after numbers had already been proposed, and possibly why they countered low. (Just speculation on my part) Also something about super strong merger protection language that they agreed to, I didn't get much detail on that.

Just passing along what I heard.

As for the February upgrade projections, possibly due to the Neo delays, but also Feb 2015 slowed to 4 upgrades. Doesn't seem like reason for alarm.